Procentive Feature Suggestions
344 results found
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Easier accessibility within client portal
To help reduce the number of unsaved and unsigned documents, it would be nice to have easier accessibility to the next button within the client portal (kiosk). Posting on behalf of Lora at MNTC.
2 votes -
locus
Locus form carried over to the DA form automatically.
1 vote -
Move Location of Due Date from bottom to Top of Billing Statement
Right now the Due Date on a client statement does not stand out. It is on the bottom in the middle of other data. Moving it to the top of the statement, maybe in BOLD, but not crowded with other info, would seem to improve the likelihood of receiving client payments in a timely manner. Thank you!
2 votes -
8000 Report as Excel Document
Is there any way to add the option to export this report to excel?
1 vote -
Time add entries
It would be very helpful if we has the ability to set up an alert/prompt when staff select a certain billing code when creating a time add for a session. If this could be specific to certain codes that require more information to be entered into the "note" box before they could save the time entry, it would create less work chasing after that information after the fact. For example, when billing "on hold" we request staff to select what the appropriate code should be once it is ready to be flipped and billed out. We have several codes set…
3 votes -
3260 Report
Please add a column(s) that would differentiate which payer type there is still a balance on. Private/Copay/Government etc....
4 votes -
inappropriate log in page artwork
Hi, I sometimes appreciate and sometimes cringe at the artwork on the Procentive log in page. The image on there as of 6:18 pm today is flat out inappropriate. Please take it down and allow users to work in a professional environment.
1 vote -
Public Templates
We would like to request the ability to create/save PUBLIC templates to be permissions based.
Preference would be if staff could only save private templates for themselves, which would help ensure the public templates that are being created are being done at a supervisory level.
1 vote -
Exporting
It would be great if every report had the ability to download to Excel/CSV. It would be even better if you had the option to download everything without all the formatting - ie no subtotal rows, etc. It is a pain to re-format in order to be able to sort/create a pivot table with large amounts of data.
7 votes -
Commission Report
We would like the Commission Report to include employee numbers so we can upload the spreadsheet right into our payroll system.
1 vote -
Clinician notification when documents are signed
It would be helpful for clinicians to be notified when documents are signed via the client portal, this way they would not have to guess or go under clinical charting to see if the document has been signed by the client. Notification could be done by ticket or by email, this would be extremely helpful and eliminate the guess work of who has signed what documents.
6 votes -
Delete multiple service lines
I really would like to have the ability restored to select multiple service lines to delete. When my clinicians erroneously enter a group twice, I have to delete the duplicate service lines one by one. It's beyond frustrating and not intuitive in the least.
Additionally, I'd like to see the delete button functionality in the group time add screen restored as well.
1 vote -
User ability to make changes
Just in general to make changes on our own, without having to request Procentive to do the change.
4 votes -
SMS Reminder Messages should NOT automatically cancel appointments without notifying the provider
Currently, Procentive will send SMS text message reminders to clients. Even though the message says "Do Not Reply to This Text", if a client replies and says the word "Cancel" in the response, it will automatically cancel the appointment.
This is incredibly confusing because the appointment change log will not show any changes to the appointment, and the provider won't be notified about the change in appointment status, and it has caused clients to be considered a "No Show" instead of a "Cancel" or a "Late Cancel".
The SMS should either not accept replies at all, or if it accepts…
4 votes -
waiting list
Waiting List in Appts - sortable
It would be great to be able to sort using the column headers in the waiting list to be able to more quickly find clients who've been on the waiting list the longest when an appointment becomes available.6 votes -
multiple users for theralink. for example, having two individuals at 2 different locations, join the telehealth session. for instance,
multiple users for theralink. for example, having two individuals at 2 different locations who are able to join the telehealth session. for instance if i am doing a couples therapy session, i only have 1 identified client (they are the primary insured) so technically i have to identify 1 of the 2 individuals as the primary. how do we invite the second person to the telehealth sessions if they are not technically the primary client; and not in the EHR system as a client.
3 votes -
8030
Update the 8030 report to be able to select a third sort to group. There is main and secondary and one more would be helpful.
2 votes -
Log out of Portal after User is Inactive
There are cases where people have tried to activate their portal with us, and then they receive an error that they're already logged in. After troubleshooting, some of them have realized that they are still logged into their portal account with another provider at another clinic that they haven't attended in years.
Is there a way to have the account log out after they are inactive? I feel like it could be a privacy concern with shared devices in addition to causing issues when households have one computer and multiple accounts on the portal.
3 votes -
UX For Creating A Ticket Improvement
Clicking "Help" or a ? button is not very intuitive, and a lot of new providers have a hard time making a ticket because that doesn't make sense.
1 vote -
"Program" populate from Time Add to Clinical/Charting
It would be great if we could save a click have the Program automatically fill in from the Appointment > Time Add > Clinical/Charting
4 votes
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